Filed March 15, 2016
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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK2 years Service code 55 · EIN 74-0635455 | Other Commissions | $24,926 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,281 | $37,196-24.0% | $154,108-81.6% | $55,725-49.2% |
| Participation rate | 54.8% | 64.1%-9.3pp | 83.0%-28.3pp | 70.9%-16.1pp |
| Annual return | -7.30% | 1319.68%-1327.0pp | 735.21%-742.5pp | 244.93%-252.2pp |
| Employer contribution / active EE | $1,313 | $1,614-18.6% | $5,298-75.2% | $2,078-36.8% |
| Participant deferral / active EE | $2,497 | $2,068+20.7% | $5,081-50.8% | $3,356-25.6% |
| Admin fee / account holder | $60 | $102-41.1% | $13,411-99.6% | $115-48.1% |